Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KWR
Quaker Chemical Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
10
$229.75 - $246.17 $2.3K - $2.46K
CEVA
Ceva Inc

Technology
Q2 2021 Filed on Jul 22, 2021
500
$41.05 - $59.7 $20.5K - $29.9K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 22, 2021
775
$123.49 - $160.08 $95.7K - $124K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
37
$46.54 - $56.8 $1.72K - $2.1K
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q2 2021 Filed on Jul 22, 2021
17
$169.81 - $192.03 $2.89K - $3.26K
Arena Pharmaceuticals Inc
Q2 2021 Filed on Jul 22, 2021
88
N/A
DXPE
Dxp Enterprises Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
1,900
$28.3 - $33.3 $53.8K - $63.3K
VBIV
Vbi Vaccines Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$2.61 - $4.17 $2.61K - $4.17K
SELB
Selecta Biosciences Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
500
$2.82 - $5.01 $1.41K - $2.51K
WOR
Worthington Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
15
$56.83 - $71.16 $852 - $1.07K
FTS
Fortis Inc.

Utilities
Q2 2021 Filed on Jul 22, 2021
31
$43.4 - $46.74 $1.35K - $1.45K
ACB
Aurora Cannabis Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
274
$6.86 - $10.23 $1.88K - $2.8K
ASTE
Astec Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
12
$59.08 - $79.2 $709 - $950
Marvell Technology Group LTD
Q2 2021 Filed on Jul 22, 2021
8,400
N/A
ATUS
Altice Usa, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
15
$32.08 - $37.83 $481 - $567
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
Q2 2021 Filed on Jul 22, 2021
36
$62.99 - $67.26 $2.27K - $2.42K
VXRT
Vaxart, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,500
$5.06 - $10.78 $12.6K - $27K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q2 2021 Filed on Jul 22, 2021
48
$94.91 - $103.91 $4.56K - $4.99K
CHX
Champion X Corp

Energy
Q2 2021 Filed on Jul 22, 2021
19
$18.94 - $29.68 $360 - $564
ARLO
Arlo Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
550
$5.78 - $7.37 $3.18K - $4.05K
GRNQ
Greenpro Capital Corp.

Industrials
Q2 2021 Filed on Jul 22, 2021
2,150
$11.3 - $29.0 $24.3K - $62.4K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q2 2021 Filed on Jul 22, 2021
940
$59.57 - $69.47 $56K - $65.3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
375
$56.38 - $57.16 $21.1K - $21.4K
PJUN
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,792
$30.61 - $31.06 $54.9K - $55.7K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2021 Filed on Jul 22, 2021
2,067
$44.5 - $57.05 $92K - $118K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Jul 22, 2021
104
$62.94 - $69.93 $6.55K - $7.27K
Points Intl LTD Com New
Q2 2021 Filed on Jul 22, 2021
4,000
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2021 Filed on Jul 22, 2021
36
$26.07 - $27.02 $939 - $973
Innovator Nasdaq 100 Power Buffer ETF January
Q2 2021 Filed on Jul 22, 2021
1,464
N/A
PHIO
Phio Pharmaceuticals Corp.

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,000
$1.87 - $2.8 $7.48K - $11.2K
NNDM
Nano Dimension Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
1,050
$5.53 - $8.86 $5.81K - $9.3K
Innovator Nasdaq 100 Power Buffer ETF April
Q2 2021 Filed on Jul 22, 2021
1,614
N/A
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q2 2021 Filed on Jul 22, 2021
517
$81.52 - $92.74 $42.1K - $47.9K
CRDF
Cardiff Oncology, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,250
$6.65 - $10.04 $15K - $22.6K
SLQT
Select Quote, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$19.26 - $32.28 $38.5K - $64.6K
NARI
Inari Medical, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
25
$79.62 - $114.85 $1.99K - $2.87K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
251
$17.4 - $34.7 $4.37K - $8.71K
NKLA
Nikola Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
2,627
$9.65 - $18.93 $25.4K - $49.7K
VRM
Vroom, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
500
$35.41 - $48.14 $17.7K - $24.1K
AMKR
Amkor Technology, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
1,086
$18.06 - $26.38 $19.6K - $28.6K
RRX
Regal Rexnord Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
3
$125.86 - $150.82 $378 - $452
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
3,107
$9.35 - $10.3 $29.1K - $32K
VVI
Viad Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
39
$39.43 - $51.33 $1.54K - $2K
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
42
$121.0 - $257.67 $5.08K - $10.8K
GNUS
Genius Brands International, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
661
$1.37 - $2.13 $906 - $1.41K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
500
$55.51 - $71.91 $27.8K - $36K
Premier Financial Corp Com
Q2 2021 Filed on Jul 22, 2021
2,465
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2021 Filed on Jul 22, 2021
1,575
N/A
UNF
Unifirst Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
30
$214.78 - $241.68 $6.44K - $7.25K
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email